Regulated gas, electric and water utilities won’t benefit directly from the Tax Cut and Jobs Act’s signature change: a reduction in the top corporate tax rate to 21 percent from 35 percent. But tax reform still creates a number of opportnities for regulated utilities, especially the strongest operators.

The Trump administration has clearly gone all-in on turning the supposed war on coal into a war for coal, but the outcome will depend on electric utilities and power companies. We'll focus on the risks and opportunities associated with government intervention when we attend the Edison Electric Institute's financial conference in November.

The Trump administration has pushed several policies that could shake up domestic electricity markets. Of these initiatives, the Dept of Energy’s proposed subsidies for merchant coal-fired power plants and nuclear reactors would radically change the existing market dynamics. We evaluate the investment risks and opportunities created by these shifts.

A bargain-priced acquisition underscores the value of having a supportive sponsor and gives this master limited partnership a solid presence in India, a country with big plans to expand its renewable-energy capacity.

ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth.
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